Portfolio (Quarterly)
Guide ↗
Seven Post Investment Office LP
· CIK 0001554308| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | EFA | ISHARES TR | — | 11,268.0 | $1.1M | 0.35% | — | — | $97.13 | +8.0% |
| 22 | GOOGL | ALPHABET INC | Communication Services | 3,540.0 | $1.0M | 0.33% | — | — | $287.56 | +34.3% |
| 23 | SGOL | ETFS GOLD TR | Financial Services | 20,093.0 | $897K | 0.29% | +5K | +29.7% | $44.62 | -3.8% |
| 24 | IJR | ISHARES TR | — | 6,298.0 | $783K | 0.25% | — | — | $124.31 | +11.9% |
| 25 | VONV | VANGUARD SCOTTSDALE FDS | — | 7,825.0 | $734K | 0.24% | — | — | $93.74 | +11.4% |
| 26 | IVV | ISHARES TR | — | 1,100.0 | $719K | 0.23% | — | — | $653.21 | +15.2% |
| 27 | VCSH | VANGUARD SCOTTSDALE FDS | — | 7,774.0 | $616K | 0.20% | -1K | -16.0% | $79.27 | -0.4% |
| 28 | IEMG | ISHARES INC | — | 7,324.0 | $511K | 0.17% | — | — | $69.75 | +19.2% |
| 29 | NVDA | NVIDIA CORPORATION | Technology | 2,920.0 | $509K | 0.17% | -231.0 | -7.3% | $174.40 | +22.2% |
| 30 | MSFT | MICROSOFT CORP | Technology | 1,275.0 | $472K | 0.15% | — | — | $370.17 | +12.2% |
| 31 | ESGU | ISHARES TR | — | 2,532.0 | $358K | 0.12% | — | — | $141.42 | +15.6% |
| 32 | ACWI | ISHARES TR | — | 2,494.0 | $345K | 0.11% | — | — | $138.37 | +13.8% |
| 33 | SKT | TANGER INC | Real Estate | 8,000.0 | $272K | 0.09% | — | — | $33.98 | +5.8% |
| 34 | AMZN | AMAZON COM INC | Consumer Cyclical | 1,200.0 | $250K | 0.08% | — | — | $208.27 | +26.6% |
| 35 | GOOG | ALPHABET INC | Communication Services | 720.0 | $207K | 0.07% | — | — | $286.86 | +33.3% |
| 36 | PEB | PEBBLEBROOK HOTEL TR | Real Estate | 12,000.0 | $152K | 0.05% | — | — | $12.63 | +18.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Real Estate
50.4%
Financial Services
37.5%
Energy
9.8%
Technology
1.4%
Communication Services
0.8%
Consumer Cyclical
0.2%